Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
51+ 2.14% |
$8.26K - $9.19K
|
2.44K
$562K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$8.1K - $9.01K
|
13.6K
$3.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49+ 2.4% |
$7.94K - $8.83K
|
2.09K
$483K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
48+ 0.62% |
$7.77K - $8.65K
|
7.84K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
46+ 3.74% |
$7.45K - $8.29K
|
1.28K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.84% |
$7.13K - $7.93K
|
5.27K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
41+ 0.22% |
$6.64K - $7.39K
|
18.9K
$4.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
40+ 0.42% |
$6.48K - $7.21K
|
9.48K
$2.19M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
40+ 0.47% |
$6.48K - $7.21K
|
8.5K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
39+ 0.42% |
$6.32K - $7.03K
|
9.39K
$2.17M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
39+ 1.76% |
$6.32K - $7.03K
|
2.25K
$519K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
38+ 0.72% |
$6.15K - $6.85K
|
5.35K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
38+ 0.34% |
$6.15K - $6.85K
|
11.2K
$2.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
37+ 2.29% |
$5.99K - $6.67K
|
1.65K
$381K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
37+ 2.1% |
$5.99K - $6.67K
|
1.8K
$415K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.97% |
$5.99K - $6.67K
|
3.86K
$890K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
37+ 1.95% |
$5.99K - $6.67K
|
1.93K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
36+ 0.88% |
$5.83K - $6.49K
|
4.14K
$956K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
33+ 0.39% |
$5.35K - $5.95K
|
8.58K
$1.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32+ 0.35% |
$5.18K - $5.77K
|
9.26K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
31+ 0.18% |
$5.02K - $5.59K
|
17.5K
$4.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
31+ 0.11% |
$5.02K - $5.59K
|
29.5K
$6.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
31+ 0.72% |
$5.02K - $5.59K
|
4.34K
$1M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 4.91% |
$4.86K - $5.41K
|
641
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 5.54% |
$4.86K - $5.41K
|
572
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
30+ 1.19% |
$4.86K - $5.41K
|
2.56K
$590K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
27+ 0.02% |
$4.37K - $4.87K
|
132K
$30.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
26+ 0.93% |
$4.21K - $4.69K
|
2.81K
$648K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.73% |
$4.05K - $4.51K
|
3.45K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
25+ 1.2% |
$4.05K - $4.51K
|
2.11K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 0.42% |
$4.05K - $4.51K
|
5.91K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24New |
$3.89K - $4.33K
|
24
$5.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
23+ 1.64% |
$3.73K - $4.15K
|
1.42K
$329K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
22+ 0.32% |
$3.56K - $3.97K
|
6.82K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.58% |
$3.56K - $3.97K
|
3.81K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
22+ 0.12% |
$3.56K - $3.97K
|
19.1K
$4.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21New |
$3.4K - $3.79K
|
21
$4.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
21+ 0.62% |
$3.4K - $3.79K
|
3.39K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$3.4K - $3.79K
|
6.71K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
19+ 1.37% |
$3.08K - $3.42K
|
1.41K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
19+ 0.34% |
$3.08K - $3.42K
|
5.58K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.21% |
$2.92K - $3.24K
|
8.44K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
17+ 1.16% |
$2.75K - $3.06K
|
1.48K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
17+ 44.74% |
$2.75K - $3.06K
|
55
$12.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.22% |
$2.59K - $2.88K
|
7.33K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
16+ 1.13% |
$2.59K - $2.88K
|
1.43K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16+ 6.4% |
$2.59K - $2.88K
|
266
$61.4K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15+ 0.05% |
$2.43K - $2.7K
|
33.2K
$7.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.77% |
$1.94K - $2.16K
|
1.57K
$362K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.15% |
$1.94K - $2.16K
|
8.25K
$1.9M
|